Civic Intelligence

Process Work Institute

990 • Fiscal year 2016 • EIN 93-1040479

Aug 01, 2015 to Jul 31, 2016 • Filed on Nov 01, 2016

Organization ProfileWWW.PROCESSWORK.ORG
2049 NW HoytPortland, OR 97209

(503) 223-8188

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

69th percentile

0.18x

Higher debt load relative to assets than 69% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

67th percentile

0.12x

Higher debt load relative to revenue than 67% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

28th percentile

-5.6%

Higher net margin than 28% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

20th percentile

-7.3%

Faster asset growth than 20% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

25th percentile

-11%

Faster revenue growth than 25% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$533,536

Down $42,085 (-7.3%) from 2015

Net Assets

Down

$435,091

Down $44,299 (-9.2%) from 2015

Liabilities

Up

$98,445

Up $2,214 (+2.3%) from 2015

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin28th percentile

Revenue

Down

$794,331

Down $95,870 (-11%) from 2015

Expenses

Down

$838,630

Down $43,641 (-4.9%) from 2015

Net Income

Down

-$44,299

Down $52,229 (-659%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $853,004Liabilities 2011: $112,234Net Assets 2011: $740,7702011Assets 2012: $787,433Liabilities 2012: $118,869Net Assets 2012: $668,5642012Assets 2013: $664,636Liabilities 2013: $109,343Net Assets 2013: $555,2932013Assets 2014: $597,102Liabilities 2014: $125,642Net Assets 2014: $471,4602014Assets 2015: $575,621Liabilities 2015: $96,231Net Assets 2015: $479,3902015Assets 2016: $533,536Liabilities 2016: $98,445Net Assets 2016: $435,0912016Assets 2017: $349,408Liabilities 2017: $30,133Net Assets 2017: $319,2752017Assets 2018: $396,512Liabilities 2018: $13,146Net Assets 2018: $383,3662018Assets 2019: $352,832Liabilities 2019: $6,763Net Assets 2019: $346,0692019Assets 2020: $406,711Liabilities 2020: $40,833Net Assets 2020: $365,8782020Assets 2021: $364,050Liabilities 2021: $47,754Net Assets 2021: $316,2962021Assets 2022: $235,030Liabilities 2022: $21,416Net Assets 2022: $213,6142022Assets 2023: $565,041Liabilities 2023: $123,770Net Assets 2023: $441,2712023Assets 2024: $388,653Liabilities 2024: $70,351Net Assets 2024: $318,3022024Assets 2025: $327,872Liabilities 2025: $27,650Net Assets 2025: $300,2222025

Highlighted filing

2016

Assets$533,536
Liabilities$98,445
Net Assets$435,091
Open 2016 Filing

Operations Trend

Revenue Growth25th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $837,8032011Expenses 2012: $847,2682012Revenue 2013: $771,194Expenses 2013: $884,465Net Income 2013: -$113,2712013Revenue 2014: $666,660Expenses 2014: $750,493Net Income 2014: -$83,8332014Revenue 2015: $890,201Expenses 2015: $882,271Net Income 2015: $7,9302015Revenue 2016: $794,331Expenses 2016: $838,630Net Income 2016: -$44,2992016Revenue 2017: $557,920Expenses 2017: $673,736Net Income 2017: -$115,8162017Revenue 2018: $612,483Expenses 2018: $548,392Net Income 2018: $64,0912018Revenue 2019: $655,909Expenses 2019: $693,206Net Income 2019: -$37,2972019Revenue 2020: $649,872Expenses 2020: $630,063Net Income 2020: $19,8092020Revenue 2021: $548,813Expenses 2021: $598,395Net Income 2021: -$49,5822021Revenue 2022: $526,597Expenses 2022: $629,729Net Income 2022: -$103,1322022Revenue 2023: $664,586Expenses 2023: $436,929Net Income 2023: $227,6572023Revenue 2024: $271,061Expenses 2024: $394,030Net Income 2024: -$122,9692024Revenue 2025: $373,574Expenses 2025: $391,654Net Income 2025: -$18,0802025

Highlighted filing

2016

Revenue$794,331
Expenses$838,630
Net Income-$44,299
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Nov 1, 2016
Return Version
2015v3.0
Gross Receipts
$794,459
Mission and Program Overview

Mission

Our mission is to provide vocational, high quality training in processwork facilitation methods and applications across individual, relationship, group and organizational contexts and to serve as a center for the teaching, research and development of techniques for working with process. We prepare graduates with the skills needed for employment in roles such as management, mediation, facilitation, individual coaching, leadership, human resource and community services management, international development, organizational consultancy and training. Process is the potentially meaningful flow of inner and outer signals that can be observed in individuals and groups. Processwork facilitation techniques work with behaviors, feelings, interactions, expression and inner experiences to elicit unexpected solutions and meaning from the most difficult problems. Our mission serves a diverse local and international community of learners seeking quality education and training delivered through a rigor

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$266,503$238,610▼ $27,893
Cash and Non-Interest-Bearing Accounts$172,736$204,525▲ $31,789
Accounts Receivable$114,237$58,751▼ $55,486
Savings and Temporary Cash Investments$16,352$16,391▲ $39
Prepaid Expenses and Deferred Charges$5,793$15,259▲ $9,466
Total Assets$575,621$533,536▼ $42,085
Liabilities
Deferred Revenue$54,131$62,923▲ $8,792
Accounts Payable and Accrued Expenses$35,247$25,678▼ $9,569
Other Liabilities-$9,844-
Unsecured Notes Loans Payable$6,853--
Total Liabilities$96,231$98,445▲ $2,214
Net Assets / Fund Balance
Unrestricted Net Assets$479,390$435,091▼ $44,299
Total Net Assets Fund Balance$479,390$435,091▼ $44,299
Total Liabilities and Net Assets / Fund Balance$575,621$533,536▼ $42,085

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$215,914$146,612$362,526
Equipment$9,256$42,539$51,795
Other Land Buildings$13,440$1,147$14,587
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Julie Diamond Ph DChairperson
Janet BennettDirector
MARK O'CONNELLDirector
Meliss MartinDirector
Ralph WhiteDirector
Amy PalatnicksStudent Repr
Revenue and Support

Revenue Composition

Contributions and Grants
$19,241
Program Service Revenue
$732,974
Investment Income
$134
Other Revenue
$41,982
All Other Contributions
$19,241
Change in Net Assets
$-44,299

Audited Revenue Reconciliation

Revenue per Audited Statements
$794,331
Total Revenue per Audited Statements
$794,331
Total Revenue per Form 990
$794,331
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$629,297
Other Expenses$209,333
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$384,391$218,851-$603,242
Occupancy$50,587$20,704-$71,291
Depreciation Depletion$12,797$14,969-$27,766
Payroll Taxes-$26,055-$26,055
Office Expenses$9,206$14,531-$23,737
Insurance$12,161--$12,161
All Other Expenses$1,821$8,159-$9,980
Fees for Services Accounting-$8,471-$8,471
Information Technology-$7,275-$7,275
Fees for Services Other-$5,500-$5,500
Travel-$5,043-$5,043
Other Expenses-$4,143-$4,143
Advertising-$2,545-$2,545
Royalties-$2,429-$2,429
Fees for Services Legal-$2,298-$2,298
Total Functional Expenses$470,963$367,667$0$838,630

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$838,630
Total Expenses per Audited Statements$838,630
Total Expenses per Form 990$838,630
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accruals$9,844
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 reviewed by organization management.”

Form 990, Page 6, Part VI, Line 19

“Financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Process Work Institute
EIN
93-1040479
Address
2049 NW HOYT, PORTLAND, OR 97209

Signing Officer

Name
Chris Allen Ph D
Title
President
Phone
5032238188
Signed
2016-11-01

Organization Details

Principal Officer
Chris Allen Ph D
Formed
1989
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
5
Employees
7
Volunteers
10

Preparer

Firm
Erickson & Carnegie Llp
Address
PO BOX 395, TROUTDALE, OR 97060-0395
Preparer
James a Carnegie
Phone
5034924411
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Our mission is to provide vocational, high quality training in processwork facilitation methods and applications across individual, relationship, group and organizational contexts and to serve as a center for the teaching, research and development of techniques for working with process. We prepare graduates with the skills needed for employment in roles such as management, mediation, facilitation, individual coaching, leadership, human resource and community services management, international development, organizational consultancy and training. Process is the potentially meaningful flow of inner and outer signals that can be observed in individuals and groups. Processwork facilitation techniques work with behaviors, feelings, interactions, expression and inner experiences to elicit unexpected solutions and meaning from the most difficult problems. Our mission serves a diverse local and international community of learners seeking quality education and training delivered through a rigorous combination of academic and vocational study; practical and experiential learning; personal development and social awareness.”

Form 990, Page 2, Part III, Line 4D

“Mapw and macf degrees offered with approximately 70 students, weekend workshops, and a four week intensive class with approximately 30 students. Total number of students is approximately 100.”

Raw XML Appendix365 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt182452
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt213121
IRS990/ProgSrvcAccomActyOtherGrp/Desc0MAPW AND MACF DEGREES OFFERED WITH APPROXIMATELY 70 STUDENTS, WEEKEND WORKSHOPS, AND A FOUR WEEK INTENSIVE CLASS WITH APPROXIMATELY 30 STUDENTS. TOTAL NUMBER OF STUDENTS IS APPROXIMATELY 100.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0568
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01632
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt095
IRS990/PYOtherExpensesAmt0196638
IRS990/PYOtherRevenueAmt035516
IRS990/PYProgramServiceRevenueAmt0852958
IRS990/PYRevenuesLessExpensesAmt07930
IRS990/PYSalariesCompEmpBnftPaidAmt0685633
IRS990/PYTotalExpensesAmt0882271
IRS990/PYTotalRevenueAmt0890201
IRS990/ReconcilationRevenueExpnssAmt0-44299
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt02429
IRS990/RoyaltiesGrp/TotalAmt02429
IRS990/SavingsAndTempCashInvstGrp/BOYAmt016352
IRS990/SavingsAndTempCashInvstGrp/EOYAmt016391
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt09256
IRS990ScheduleD/EquipmentGrp/DepreciationAmt042539
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt051795
IRS990ScheduleD/ExpensesSubtotalAmt0838630
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0215914
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0146612
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0362526
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt013440
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01147
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt014587
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09844
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUALS
IRS990ScheduleD/RevenueSubtotalAmt0794331
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0238610
IRS990ScheduleD/TotalExpensesPerForm990Amt0838630
IRS990ScheduleD/TotalLiabilityAmt09844
IRS990ScheduleD/TotalRevenuePerForm990Amt0794331
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0794331
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0838630
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0PER REV-PROC 75-50, POLICY HAS BEEN AND WILL CONTINUE TO BE PUBLICIZED IN NEWSPAPER AND OTHER LOCAL PUBLICATIONS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OUR MISSION IS TO PROVIDE VOCATIONAL, HIGH QUALITY TRAINING IN PROCESSWORK FACILITATION METHODS AND APPLICATIONS ACROSS INDIVIDUAL, RELATIONSHIP, GROUP AND ORGANIZATIONAL CONTEXTS AND TO SERVE AS A CENTER FOR THE TEACHING, RESEARCH AND DEVELOPMENT OF TECHNIQUES FOR WORKING WITH PROCESS. WE PREPARE GRADUATES WITH THE SKILLS NEEDED FOR EMPLOYMENT IN ROLES SUCH AS MANAGEMENT, MEDIATION, FACILITATION, INDIVIDUAL COACHING, LEADERSHIP, HUMAN RESOURCE AND COMMUNITY SERVICES MANAGEMENT, INTERNATIONAL DEVELOPMENT, ORGANIZATIONAL CONSULTANCY AND TRAINING. PROCESS IS THE POTENTIALLY MEANINGFUL FLOW OF INNER AND OUTER SIGNALS THAT CAN BE OBSERVED IN INDIVIDUALS AND GROUPS. PROCESSWORK FACILITATION TECHNIQUES WORK WITH BEHAVIORS, FEELINGS, INTERACTIONS, EXPRESSION AND INNER EXPERIENCES TO ELICIT UNEXPECTED SOLUTIONS AND MEANING FROM THE MOST DIFFICULT PROBLEMS. OUR MISSION SERVES A DIVERSE LOCAL AND INTERNATIONAL COMMUNITY OF LEARNERS SEEKING QUALITY EDUCATION AND TRAINING DELIVERED THROUGH A RIGOROUS COMBINATION OF ACADEMIC AND VOCATIONAL STUDY; PRACTICAL AND EXPERIENTIAL LEARNING; PERSONAL DEVELOPMENT AND SOCIAL AWARENESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MAPW AND MACF DEGREES OFFERED WITH APPROXIMATELY 70 STUDENTS, WEEKEND WORKSHOPS, AND A FOUR WEEK INTENSIVE CLASS WITH APPROXIMATELY 30 STUDENTS. TOTAL NUMBER OF STUDENTS IS APPROXIMATELY 100.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 REVIEWED BY ORGANIZATION MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0575621
IRS990/TotalAssetsEOYAmt0533536
IRS990/TotalAssetsGrp/BOYAmt0575621
IRS990/TotalAssetsGrp/EOYAmt0533536
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt019241
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0367667
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0470963
IRS990/TotalFunctionalExpensesGrp/TotalAmt0838630
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt096231
IRS990/TotalLiabilitiesEOYAmt098445
IRS990/TotalLiabilitiesGrp/BOYAmt096231
IRS990/TotalLiabilitiesGrp/EOYAmt098445
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0479390
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0435091
IRS990/TotalOtherProgSrvcExpenseAmt0568
IRS990/TotalProgramServiceExpensesAmt0470963
IRS990/TotalProgramServiceRevenueAmt0732974
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0775090
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0794331
IRS990/TotalVolunteersCnt010
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0575621
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0533536
IRS990/TravelGrp/ManagementAndGeneralAmt05043
IRS990/TravelGrp/TotalAmt05043
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0479390
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0435091
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt06853
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.PROCESSWORK.ORG/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS ALLEN PH D
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05032238188
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PROCESS WORK INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0PROC
ReturnHeader/Filer/EIN0931040479
ReturnHeader/Filer/USAddress/AddressLine1Txt02049 NW HOYT
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097209
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0465607846
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERICKSON & CARNEGIE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 395
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TROUTDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970600395
ReturnHeader/PreparerPersonGrp/PhoneNum05034924411
ReturnHeader/PreparerPersonGrp/PreparationDt02017-01-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES A CARNEGIE
ReturnHeader/ReturnTs02017-01-13T11:21:15-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-08-01
ReturnHeader/TaxPeriodEndDt02016-07-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$533,536
Liabilities
$98,445
Net assets
$435,091
Revenue
$794,331
Expenses
$838,630
Net income
-$44,299
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.28$0.28$3.00$3.74$3.92$0.18
2024Detailed filing. Detailed filing data is available for this year.$3.89$0.70$3.18$2.71$3.94$1.23
2023Detailed filing. Detailed filing data is available for this year.$5.65$1.24$4.41$6.65$4.37$2.28
2022Detailed filing. Detailed filing data is available for this year.$2.35$0.21$2.14$5.27$6.30$1.03
2021Detailed filing. Detailed filing data is available for this year.$3.64$0.48$3.16$5.49$5.98$0.50
2020Detailed filing. Detailed filing data is available for this year.$4.07$0.41$3.66$6.50$6.30$0.20
2019Detailed filing. Detailed filing data is available for this year.$3.53$0.07$3.46$6.56$6.93$0.37
2018Detailed filing. Detailed filing data is available for this year.$3.97$0.13$3.83$6.12$5.48$0.64
2017Detailed filing. Detailed filing data is available for this year.$3.49$0.30$3.19$5.58$6.74$1.16
2016Detailed filing. Detailed filing data is available for this year.$5.34$0.98$4.35$7.94$8.39$0.44
2015Detailed filing. Detailed filing data is available for this year.$5.76$0.96$4.79$8.90$8.82$0.08
2014Detailed filing. Detailed filing data is available for this year.$5.97$1.26$4.71$6.67$7.50$0.84
2013Summary only. Only limited summary data is available for this year.$6.65$1.09$5.55$7.71$8.84$1.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.87$1.19$6.69$8.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.53$1.12$7.41$8.38